Loan Partner II
AnnieMac Home Mortgage is looking to hire a Full Time Loan Partner II to support Mortgage Loan Originators (MLOs) and/or Branch Managers in delivering an efficient and high-quality loan process. This role is responsible for managing file quality, documentation flow, and submission readiness to ensure fast turn times and clean files through underwriting.
The LP2 operates strictly within compliance guidelines and may not:
Take a loan application
Assist a consumer in completing a loan application
Negotiate or offer loan terms
Represent themselves as authorized to perform any of the above
Key Responsibilities
File Quality Control & Workflow Execution
The LP2 is responsible for maintaining strict turnaround times and ensuring all files meet submission-ready quality standards.
Pre-Submission QC & File Review
Conduct a comprehensive pre-submission QC review, including:
Income documentation review and organization
Asset documentation review and validation
Identification of missing, inconsistent, or red-flag items
Service Level Agreements (SLA) & Turn Times
Application Setup (LOA Support):
Ensure file is fully set up within 3 hours of application submission
Document Intake & Indexing:
Index all borrower-submitted documents within 3 hours of receipt
Issue updated Needs List / status communication to borrower within the same timeframe
File Ready for LO Review:
Once all required documentation is received, prepare and submit file to LO for review within 3 hours
Platinum Preapproval Submission:
Submit complete file to Underwriting for Platinum Preapproval review same business day
File Structuring (Under Contract):
Fully review and structure file within 2 hours of receipt of contract
Submission to Processing / Opening:
Submit file to Processing within 2 hours of:
Disclosures being signed and
All required updated documentation being received
Apply Now
The LP2 operates strictly within compliance guidelines and may not:
Take a loan application
Assist a consumer in completing a loan application
Negotiate or offer loan terms
Represent themselves as authorized to perform any of the above
Key Responsibilities
File Quality Control & Workflow Execution
The LP2 is responsible for maintaining strict turnaround times and ensuring all files meet submission-ready quality standards.
Pre-Submission QC & File Review
Conduct a comprehensive pre-submission QC review, including:
Income documentation review and organization
Asset documentation review and validation
Identification of missing, inconsistent, or red-flag items
Service Level Agreements (SLA) & Turn Times
Application Setup (LOA Support):
Ensure file is fully set up within 3 hours of application submission
Document Intake & Indexing:
Index all borrower-submitted documents within 3 hours of receipt
Issue updated Needs List / status communication to borrower within the same timeframe
File Ready for LO Review:
Once all required documentation is received, prepare and submit file to LO for review within 3 hours
Platinum Preapproval Submission:
Submit complete file to Underwriting for Platinum Preapproval review same business day
File Structuring (Under Contract):
Fully review and structure file within 2 hours of receipt of contract
Submission to Processing / Opening:
Submit file to Processing within 2 hours of:
Disclosures being signed and
All required updated documentation being received
Apply Now